Retirement Wealth Solutions LLC Portfolio Holdings
Retirement Wealth Solutions LLC
- $118 Billion
- Q4 2024
Retirement Wealth Solutions LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $118 Billion distributed in 439 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $24B, Vanguard Ftse Developed Market with a value of $12.4B, Ishares Core S&P 500 ETF with a value of $12.2B, Vanguard Total International B with a value of $5.99B, and Vanguard Bd Index Fd Inc Short with a value of $5.16B.
Examining the 13F form we can see an increase of $118B in the current position value.
Retirement Wealth Solutions LLC is based out at Marshfield, WI
Below you can find more details about Retirement Wealth Solutions LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 439
- Current Value $118 Billion
- Filing
- Period Q4 2024
- Filing Date January 15, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 439 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks